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Portfolio (Quarterly) Guide ↗

Arlington Trust Co LLC

· CIK 0001997685
13F Portfolio $981M AUM 431 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 60 New 36 Added 205 Reduced 214 Exited
Page 3 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPM JP Morgan Chase & Co Financial Services 2,854.0 $920K 0.09% -11K -78.7% $322.22 -6.0%
42 SPYM SPDR Portfolio S&P 500 9,245.0 $742K 0.08% -950.0 -9.3% $80.22 +9.0%
43 GOVT iShares US Treasury Bond ETF 31,802.0 $732K 0.07% +31K +7111.3% $23.02 -1.7%
44 SPTM SPDR Portfolio S&P 1500 8,431.0 $696K 0.07% -2K -18.8% $82.50 +9.1%
45 EEM iShares MSCI Emerging Markets ETF 10,571.0 $578K 0.06% NEW $54.71 +20.7%
46 ITOT iShares Core S&P Total US Stock Market 3,776.0 $561K 0.06% -400.0 -9.6% $148.69 +9.1%
47 CVX Chevron Corp Energy 3,459.0 $527K 0.05% -5K -57.0% $152.41 +25.3%
48 WMT Wal-Mart Stores Inc Consumer Defensive 4,678.0 $521K 0.05% -20K -80.9% $111.41 +17.4%
49 IWD iShares Russell 1000 Value 2,450.0 $515K 0.05% -240.0 -8.9% $210.34 +11.6%
50 SIVR Abrdn Silver ETF Trust Physical Silver Shares ETF Financial Services 7,500.0 $507K 0.05% -2K -21.1% $67.64 +7.9%
51 ATMP Barclays BK PLC Financial Services 17,500.0 $503K 0.05% $28.77 +26.1%
52 PSLV Sprott Physical Silver Trust Financial Services 21,101.0 $499K 0.05% $23.65 +4.3%
53 IWF iShares Russell 1000 Growth 1,030.0 $487K 0.05% -120.0 -10.4% $473.30 -73.7%
54 COST Costco Wholesale Corp Consumer Defensive 520.0 $448K 0.05% -2K -81.8% $862.34 +21.8%
55 CSCO Cisco Systems Inc Technology 5,775.0 $445K 0.04% -12K -67.5% $77.03 +53.4%
56 GEL Genesis Energy LP Energy 28,500.0 $445K 0.04% $15.60 +5.1%
57 SCHB Schwab US Broad Market ETF 16,907.0 $443K 0.04% -2K -9.5% $26.23 +9.0%
58 FEZ SPDR Euro Stoxx 50 6,882.0 $443K 0.04% $64.39 +4.8%
59 RTX Raytheon Technologies Corp Industrials 2,189.0 $401K 0.04% -5K -69.1% $183.40 -4.7%
60 IGEB iShares Investment Grade Systematic Bond ETF 8,231.0 $376K 0.04% NEW $45.66 -1.9%
Page 3 of 22  ·  431 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.8%
Technology 29.0%
Communication Services 9.5%
Consumer Cyclical 9.2%
Healthcare 4.5%
Energy 3.2%
Industrials 2.8%
Consumer Defensive 2.5%
Basic Materials 1.2%
Utilities 0.9%